The International Academy of Estate and Trust Law


Philip F. Spalding

Friedman, McCubbin, Spalding, Bilter Roosevelt, Montgomery & Hastings
425 California St., Suite 2500
San Francisco, CA 94104

Phone: (415) 434-4141
Fax: (415) 434-1937

Philip F. Spalding is a principal and shareholder of the San Francisco law firm of Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery.

Mr. Spalding has specialized in estate planning, trusts and probate and the related fields of taxation during his entire legal career since 1963.

Mr. Spalding began his law practice with the San Francisco firm of Pillsbury, Madison & Sutro in 1963, after completion of active duty in the U.S. Army. (He later was commisioned a Captain in the Army Reserve`s Judge Advocate General Corps.) He became a partner of Pillsbury, Madison & Sutro in 1971. He resigned from that firm in 1979 to join the San Francisco tax law form of Winokur, Schoenburg, Maier & Zang (later named Winokur, Maier, Zang & Spalding). He joined Colley Godward Castro Huddleson & Tatum of San Francisco as a partner in 1982 to chair its estate planning, trusts and estate practice. He Resigned in 1992 to establish his own practice called the Law Offices of Philip F. Spalding, and he was also Of Counsel to the firm of Friedman, Olive & McCubbin and to D. Keith Bilter. In January, 1996, Mr. Spalding and Mr. Bilter formally joined that firm, which changed its name to Friedman, Olive, McCubbin, Spalding & Bilter. (The current firm name reflects the subsequent additions to the firm of Messrs. Roosevelt and Montgomery and the resignation of Mr. Olive.

Mr. Spalding`s undergraduate studies were in political science at the University of California, Berkeley, where he was elected to Phi Beta Kappa and recieved an A.B. Degree in 1959. At the University of California, Hastings College of the Law, he was academically second in his class and received his Bachelor of Laws (now J.D. Degree) in 1962. He was elected to the Thurston Society and to the Order of the Coif, the local and national legal academic honors societies. He authored a published casenote in the Hastings Law Journal and was a menber of the legal fraternity, Phi Delta Phi.

Mr. Spalding has been a contributing author to several publication in his field including those of the California Continuing Education of the Bar, and has been a panelist and speaker on several subjects in his field in numerous programs for attorneys and non-attorneys throughout the state. He was Chairman of the San Fransisco Barristers Club Estate Planning and Probate Committee in 1972. As an active member of the San Francisco Bar Association, he chaired both its Probate Court Subcommittee in 1979 and its Probate and Trust Section in 1981. He belongs to the Real Property, Probate and Trust Law and Law Practice Management Sections of the American Bar Association. He is also a member of the Estate Planning, Trust and Probate section fo the State Bar of California. He has held several offices, including director (1981-1987) and president (1985-1986) of the San Francisco Estate Planning Council. He is a fellow of the Americal College of Trust and Estate Counsel and an Academician of the International Acedemy of Estate and Trust Law.

He has served as a trustee of the Miranda Lux Foundation since 1977 and as a director of Guide Dogs for the Blind in San Rafael, California, since 1998. For two years (1985-1987) he served as a trustee of the Colorado Rocky Mountain School. He currently is general counsel to the Western States Affiliate of the American Heart Association. He is listed in every edition (1987-2000) of "The Best Lawyers in America."

Mr. Spalding lives in San Francisco, California with his wife, De Ann. He is a member of the Bohemian Club, the Golden Gateway Tennis Club, the San Francisco Bay Club and the St. Francis Yacht Club, all of San Francisco. He has two children, Philip, Jr. and Jennifer and one grandchild.

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